I have been a client of the investment information service for a number of years. I recently tried to cancel my subscription as I no longer require the service as I have moved my pension investments... See more
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See what reviewers are saying
Yodelar investment magazine and fund ratings A must read for anyone investing in funds. You will become a better manager of your own investments and ensure you chose the right funds for your portfoli... See more
Company replied
As a research resource, I find Yodelar outstanding. The 1-3-5-year ratings rather encourage you to take a longer view rather than reacting to short term changes. For example, I am presently invested i... See more
Company replied
Yodelar and in particular Sean was extremely helpful to us choosing what we need to do with our pension. We had been advised generally to go for drawdown but that's really where the headache started.... See more
Company details
Written by the company
Yodelar Investments is a fully FCA regulated advice firm providing UK investors with regulated financial and investment advice. As a research driven firm we help clients optimise their investment and investment funds efficiently in order to maximise future growth. Yodelar also provide many free resources to help educate investors. Yodelar also operate the UK's leading fund comparison site. Every month we analyse 88,000 investment funds and their variants and produce the UK's most well know investor magazine, top funds report and fund manager league table. Book a complimentary no obligation call with our team today!
Contact info
27 Old Gloucester St, WC1N 3AX, London, United Kingdom
- 08081686299
- support@yodelar.com
- www.yodelar.com
4.3
Excellent
188 reviews
Hasn’t replied to negative reviews
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Smooth transfer
Yodelar have been very responsive and helpful in my many questions and making the transfer work, readily attending to and overcoming a couple of minor hitches along the way. Now the fun starts!! I am keen to see how my fund progresses over the coming months and years.
June 11, 2023
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Highly Professional Advice & Service
Conscientious and diligent risk review. Solid, professional easy to read investment and advice. Excellent customer service in follow up; and we are looking forward to our first 6 monthly review.
March 10, 2023
Unprompted review
Reply from YODELAR.COM
Dear Rory,
Thank you for your positive feedback, we will of course let the relevant team members know.
Kind regards
Yodelar Management Team
Professional friendly service
I have been extremely impressed with the service during onboarding. I have felt genuinely listened to with my financial needs fully considered. The administration to set up my new SIPP has been smooth with any queries dealt with in a swift and professional, yet friendly, manner. So far so good, I hope the fund choices and performance follows a similar theme.
May 18, 2023
Reply from YODELAR.COM
Dear Mr Hammett
Thank you very much for you kind words. We will pass your comments to the relevant team members who will be delighted.
Kind regards
Yodelar Management Team
Highly recommended
Excellent service and ongoing communication. I particularly like the quarterly performance updates.
May 11, 2023
Reply from YODELAR.COM
Dear Mrs Rimmer
Thank you for your kind review. During volatile markets it is important that clients understand they are invested in good performing funds, and with efficient fund managers who rank well within their relevant sectors.
We will pass your positive comments to the relevant team members.
Kind regards
Yodelar Management Team
Shady business model
I came across Yodelar while searching online and it looked promising.
I got access top their tool instantly and it looks ok-ish (not the best UX although I only looked at it briefly for 1 hour).
I was prompted multiple times to schedule a call for a free analysis of my portfolio and I finally scheduled via completing a form with my details, profile, financial details etc.
However, few days later, I received an email where they asked me if I am willing to invest at least 150k(!!) If not they would have to cancel the free consultation.
And at that point they lost me completely...
In my view, they should have communicated their business model upfront but also their requirements before I had to enter my personal and financial details.
UPDATE:
For full visibility this is what I received from Yodelar. There is absolutely no confusion from my part.
////////
Hi Georgios
I just wanted to confirm you are receiving my emails, and if we can do anything further to assist, or should we close the enquiry for now?
As mentioned several times the free portfolio analysis (worth £295) should be your first port of call. Once that is complete we can discuss options.
If you would like to talk to the team here Georgios, please use the link below to book a call:
Click here to book a call
Many thanks
May 10, 2023
Unprompted review
Reply from YODELAR.COM
Dear Sir
I am sorry to hear that you feel our offering was not well communicated. However we believe there may be some confusion on your part.
Yes we offer a free portfolio performance analysis to all investors, including yourself, this is free and you are under no obligation. You are free to upload your portfolio to https://www.yodelar.com/upload-your-portfolio anytime, and the team will complete an analysis on your behalf.
We also offer a fully regulated investment advice service through which we advise clients how to invest efficiently to meet their needs and objectives. As per our terms of business detailed on Yodelar.com we only offer this comprehensive service to investors with assets of £150,000 or more. Due to the high demand for our advice service, and the costs incurred to offer such a comprehensive service we have set this as our minimum requirement.
Separate to the free portfolio analysis service (detailed above) we do offer potential advice clients the ability to book a no obligation call to discuss their needs with our advice team should they meet our threshold.
In this instance it seems you were unaware of our threshold, you did book a call which we then contacted you and cancelled accordingly as you did not meet our threshold.
We understand that this has frustrated you, however Yodelar do offer many other free resources for investors that that do not meet our threshold including a monthly top funds report, fund manager league table, and investor magazine. We hope that you see some value in this service.
Kind regards
Yodelar Management Team
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Feedback on Yodaler
The staff and advisor at Yodelar are helpful and knowledgable. Initially I had concerns on delays in dealing with my requirements, however on reflection much of this was created by the pension companies I was contracting with rather than the Yodaler people
April 26, 2023
Reply from YODELAR.COM
Dear Mr Williams
Thank you so much for your positive review. When clients are moving/transferring assets to Yodelar we manage our processes efficiently, and do follow up with organisations you are transferring from on a set interval basis but unfortunately a small proportion of organisations do take longer than others.
We are pleased you have now completed this process, and look forward to helping you invest efficiently going forward.
Kind regards
Yodelar Management Team
Well organised company and very clear…
Well organised company and very clear about all investment risks and charges. Financial adviser very helpful and approachable with a very good support team.
April 13, 2023
Reply from YODELAR.COM
Dear Mr Ashton,
Thank you for the service review. We will feed your kind comments back to the relevant team members.
Kind regards
Yodelar Management Team
The advisors at Yodelar are very…
The advisors at Yodelar are very friendly and knowledgeable. They listen to your requirements and help you to setup your portfolio. Nothing is too much trouble.
March 17, 2023
Reply from YODELAR.COM
Dear Mr Philpott
Thank you for your kind review, we have passed your positive comments to the relevant team members.
Ensuring our clients are comfortable with the advice we give, and have a clear understanding of the logic, backed up by factual data/information where possible is central to our proposition.
We look forward to working with you in the future.
Kind regards
Yodelar Management Team
Quick and helpful response
Responded quickly to my enquiry and provided ample information. Elian gave me plenty of time over multiple calls so that I could get to understand the proposals. Then very helpful with organising set up of funds.
March 8, 2023
Reply from YODELAR.COM
Dear Michael
Thank you for your positive feedback, and we will feed this back to the relevant team members.
We recognise how important clarification is, and of course we are here to provide ongoing clarity to you as a client.
Kind regards
Yodelar Mangement Team
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I had my meetings with Financial…
I had my meetings with Financial adviser Peter which was excellent and Happy with the service provided by Yodelar.
February 17, 2023
Reply from YODELAR.COM
Dear Mr Najak
Thank you for your feedback. We will pass your positive feedback back to the relevant team members.
Kind regards
Yodelar Management Team
Very pleased we found Yodelar
Very pleased we found Yodelar. Both pensions have done well since joining. Service is very good and my husband enjoys data magazine and updates.
February 20, 2023
Reply from YODELAR.COM
Dear Mr & Mrs Bell
Thank you so much for your kind words, we will refer your positive feedback back to the relevant team members. We appreciate your interest in our performance reporting. Please feel free to share with family and friends.
Kind regards
Yodelar Management Team
Refreshing Approach
I am new to Yodelar having just moved 60% of my portfolio from another advisor. I have dealt with a number of advisors over the years and have found Yodelar's approach to be refreshingly straight forward.
Good research with clearly presented data and a clear fee structure, backed up by good communication has made the move very easy.
January 16, 2023
Unprompted review
Reply from YODELAR.COM
Dear Andrew
Thank you for your positive review. We will pass this back to the relevant team members.
We can also set you up with a tracker to compare the performance of the other 40% of your portfolio to that which you have transferred to us. Many clients find this useful.
We look forward to assisting you in investing efficiently.
Kind regards
Yodelar Management Team.
Recommend.
Recently changed to Yodelar-recommend opportunity of free portfolio review, inspired my move. You may be satisfied or shocked at results….
Changeover handled very well, all contact swift, professional and pleasant. Future performance obviously unknown but heading in right direction already.
January 25, 2023
Reply from YODELAR.COM
Dear Tim
Thank you for your positive review, we will pass your comments back to the relevant team members.
Moving forward we will do all we can to ensure you are invested efficiently.
Kind regards
Yodelar Management Team
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Transfer from IFA
Early days at moment so really commenting on initial deposit discussions and assessment of existing portfolio.
Found the team knowledge and patient as I took time to weigh up options etc and would even let me split investments between my existing IFA. However in the end I went with everything.
So far so good
December 1, 2022
Reply from YODELAR.COM
Dear Client
We appreciate your positive comments, and understand the responsibility of managing your investments, a responsibility we do not take lightly.
Thank you for your initial commitment and we will pass your comments to the relevant team members who will also appreciate your positive feedback.
Kind regards
Management Team
Yodelar.com
Helpful and informative…
Yodelar were helpful and informative without being pushy for sales.
December 16, 2022
Reply from YODELAR.COM
Dear Mr Shefford
We appreciate your positive comments.
While we are a commercial organisation we prefer to offer prospective clients an education path rather than a sales journey, hence the free content/research, all of which is available should they wish to explore our expertise.
We are pleased you see the value in our research and have decided to come onboard as an advice client.
We will pass your comments to the relevant team members who will also appreciate your feedback.
Kind regards
Management Team
Yodelar.com
Very helpful team who guided us through…
Very helpful team who guided us through the change over from our stockbrokers. Feel we will get more help and advice from yodelar
Highly recommended.
January 13, 2023
Reply from YODELAR.COM
Dear Alexa
We appreciate your positive comments.
We will pass your feedback to the relevant team members who will all appreciate your comments.
Kind regards
Management Team
Yodelar.com
Yodelar transferred my old pension over…
Yodelar transferred my old pension over quickly and smoothly after an initial risk survey. Staff were both knowledgeable and friendly, and always available to answer any further question
October 18, 2022
Reply from YODELAR.COM
Dear Mr Malde
Thank you very much for your positive feedback, we will pass your comments on to the relevant team members who will no doubt appreciate your comments.
Kind regards
Management Team
Yodelar.com
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Informative advice on investing given…
Informative advice on investing given in an easy to understand format.
December 20, 2022
Reply from YODELAR.COM
Dear Stephanie
Thank you so much for the positive feedback. We will pass your comments to the relevant team members, and appreciate your business.
Kind regards
The Management Team
Yodelar.com
Great performance reports
I find the performance reports in the Yodelar investment magazine are such a great help in checking and even reassuring myself that my funds are on course and it also shows what sectors are probably best to avoid. Moving over to Yodelar was straightforward and really quite easy.
December 16, 2022
Reply from YODELAR.COM
Dear Mr Gilbert
We appreciate your positive comments. We take great pride in our research reporting and communication with investors.
We are pleased you see the value in our research and have decided to come onboard as an advice client. Risk management is core to our advice service and is a huge part of investing efficiently.
We will pass your comments to the relevant team members who will also appreciate your feedback.
Kind regards
Management Team
Yodelar.com
No regrets at all at the move to Yodelar
In turbulent market conditions I knew I had to re-consider my choice of advised investment platform in order to make the most of difficult conditions. I needed to reduce advice fees, and gain access to best possible performing funds. Yodelar gained my attention through their diligent analysis of 'most of market' fund performance, and when looking at their advice offering it quickly became clear that they could provide the platform I was looking for.
Transition to Yodelar has been smooth and their support team have been efficient, helpful and professional. Investment advice is well pitched as 'informed' rather than the clumsy approach by others to be your best friend.
It is too early to review fund performance, but I would be surprised if the move does not save me at least 1% on fees.
December 16, 2022
Reply from YODELAR.COM
Dear Mr Hunter
Thank you so much for your positive comments.
It is difficult for investors during volatile markets, but our approach to ensure our clients use the best fund managers available is the only approach to take during growth and volatile times.
As part of our advice service we write to clients every quarter detailing the sector ranking of the funds they are invested in. We find investors get solace from this transparent reporting and are clear they are doing the best they can during all market conditions.
We look forward to managing your investments and providing you a high level service.
Kind regards
Management Team
Yodelar.com
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